🎯 Smart Money Signal
Happy Memorial Day afternoon.
The Fed rate hike conversation is heating up again, and safe-haven plays are quietly drawing serious attention today. Healthcare is outperforming broadly, with institutional money rotating into the sector at a notable pace.
High-yield names are also on the radar, as smart money hunts for income in a potentially tighter rate environment. Consumer discretionary stocks are lagging behind, and that gap is becoming harder for portfolio managers to ignore heading into Tuesday's open.
Top Stories for Monday, May 25th
Fed Mulling Rate Hike to Control Inflation: 3 Safe-Haven Stocks to Buy
Fed rate hike fears and rising inflation from oil prices put NYT, TSN and ARKO in focus as defensive picks.
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See How These ETFs Work (zero cost)Healthcare Stocks Are on Fire -- Don't Miss These Opportunities
Innovation, regulatory policy, and demographics are driving healthcare stocks higher. Healthcare companies have also posted strong first-quarter results.
Read MoreAre Consumer Discretionary Stocks Lagging Cimpress (CMPR) This Year?
Here is how Cimpress (CMPR) and Lionsgate Studios Corp. (LION) have performed compared to their sector so far this year.
Read MoreTrump Admin to Pump $1 Billion into this "Off-the-Radar" AI Stock (Ad)
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into MP Materials. The stock popped 200%. It bought 10% of Trilogy Metals. The stock popped 500%. And now, Trump has chosen this AI stock for a $1 billion payday.
Click here for the full story and stock pick (free).Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Read MoreThe High-Yield Stocks the Smart Money Is Buying Right Now
There is a principle I have followed for 30 years in this business. When the smartest credit team on the planet starts aggressively buying a beaten-down asset class they understand better than anyone alive, you do not sit on your hands and debate whether the timing is perfect.
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